Asset Management

Union Bank’s Asset Management Group adheres to a disciplined investment process. We will not chase the latest fads.

We have the skills, experience and objectivity to help you achieve your financial goals and, as fee-based financial advisors, we are focused exclusively on working in your best interest.

We’ll work with you to help you articulate your needs, identify your financial objectives, and determine your risk tolerance. These are all essential prerequisites to implementing a successful investment strategy. *

Our experienced advisors work with you to develop a plan and identify strategies that will help you manage your money and assets to reach your goals.

*Unlike traditional bank deposits, non-deposit investments are not insured by the FDIC; are not deposits or other obligations of Union Bank and are not guaranteed by Union Bank; and, are subject to investment risks, including possible loss of the principal invested.